Google Drive

Steps to Set Up Google Drive Integration

1. Access the Integration Library

   1. Navigate to the Integrations tab from the left-hand panel on your Docsumo dashboard.
   2. Select Connector Library to view all available integration options.

2. Select Google Drive Integration

   1. Locate the Google Drive connector in the list.
   2. Click on Add Integration under the Google Drive option.

3. Name Your Integration

   1. A pop-up window will appear prompting you to provide an integration name.
   2. Enter a unique name for this integration (e.g., "GDrive_Invoice_Integration").
   3. Click Confirm and Integrate to proceed.

4. Authenticate Your Google Drive Account

   1. You will be redirected to the Google Drive OAuth authentication page.
   2. Select the Google account you wish to integrate with Docsumo.

5. Grant Permissions

   1. Review the permissions requested by Docsumo:
      1. Access to your name, email address, language preference, and profile picture.
      2. Permission to view and download files from your Google Drive.
   2. Click Allow to grant the necessary permissions.

6. Complete the Integration

   1. After granting permissions, you will be redirected back to Docsumo.
   2. Navigate to the My Integrations tab within the Integrations section.
   3. You should see your Google Drive integration listed with a "Connected" status.

Post-Integration Setup

Once your integration is successfully configured, Docsumo will be able to:

• Automatically import files from your connected Google Drive account.
• Enable seamless processing of documents stored in Google Drive.

Managing Your Integration

• To manage or disconnect your integration, visit the My Integrations tab.
• Use the options next to your integration name to modify or remove it.